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URSA FUND MANAGEMENT LLC

DANVILLE, CA · CRD 283363 · IAPD ↗ · 415-529-6040

$1.20BRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — URSA FUND MANAGEMENT LLC crossed $1B in regulatory AUM ($633.6M -> $1.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
March 2025 — URSA FUND MANAGEMENT LLC crossed $500M in regulatory AUM ($157.1M -> $633.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
30
April 2024 — URSA FUND MANAGEMENT LLC moved its main office from ORINDA, CA to DANVILLE, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.